3 / 5 Stars
4 4 2 3 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#61 in Aggressive Allocation
U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.86 percent over the past year, 8.08 percent over the past three years, and 18.38 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||N/A|
The investment seeks total return, consisting of capital growth and income. The fund invests primarily in (i) underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers, or (ii) individual securities that may provide capital appreciation. It invests up to 65% of its total assets in underlying funds that seek total return, or directly or indirectly in fixed income securities of any credit quality and maturity, whenever the adviser believes these investments offer a potential for total return.
Fees are Above Average compared to funds in the same category.
AdvisorOne Select Allocation has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.